What we did

  • Increase member satisfaction.
  • Build trust in financial expertise.
  • Drive adoption of additional services and financial products.
  • Reinforce personalized service positioning.

Why we did it

BlueShore Financial is a forward thinking credit union with a reputation for innovation. The credit union had a strong base of happy customers who relied on them for their day-to-day retail banking. However, awareness of more sophisticated financial products and services could be improved. The stakeholders at BlueShore Financial recognized an opportunity to leverage email as a channel to both increase awareness of the full range of products available and build trust in the level of expertise the credit union could provide.

How we did it

  • mobile-friendly email templates
  • high level of content personalization
  • conditional content ensures relevancy to individual subscribers
  • messages are personalized with contact information for each subscriber’s individual relationship manager
  • encourage social sharing
  • leverage email automation to streamline new member onboarding and drive member feedback programs
  • CASL-compliance focus on all communications programs

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